SC
SCHC icon

Sawyer & Company’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Sawyer & Company’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-941
Closed -$33K – 181
2023
Q4 		$33K Hold
941
– – 0.01% 132
2023
Q3 		$30K Buy
+941
New +$31.9K 0.01% 136

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sawyer & Company's SCHC Position: Q1 2024 in Review

Sawyer & Company sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q1 2024, closing a stake of 941 shares — an estimated $33K sold.

Sawyer & Company first reported a position in SCHC in Q3 2023 and held it in 2 quarters. The position peaked at $33K in Q4 2023. 390 funds tracked by Wall St. Rank hold SCHC as of Q1 2024.

  • Sawyer & Company reported no remaining Schwab International Small-Cap Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Sawyer & Company sold 941 Schwab International Small-Cap Equity ETF shares in Q1 2024, an estimated $33K.
  • Sawyer & Company first reported a position in Schwab International Small-Cap Equity ETF in Q3 2023 and held it in 2 quarters.
  • Sawyer & Company's Schwab International Small-Cap Equity ETF position peaked at $33K in Q4 2023.
  • 390 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q1 2024.

Based on Sawyer & Company's 13F filing for Q1 2024, filed 16 Apr 2024.